Operations Specialist ll

Company Description

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners businesses and entrepreneurs to adopt renewable energy through simple scalable and innovative solutions. Operating at the intersection of B2B and D2C we offer software financial products and services that drive real environmental impactwithout compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.

Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development career growth and purpose-driven work. Palmetto offers a comprehensive benefits packageincluding unlimited PTO medical dental and vision coverage paid parental leave retirement plans and moreso you can have it all both personally and professionally. Palmetto prioritizes people planet and profitbacked by a culture that values collaboration impact and balance. Join us in building a brighter cleaner world.

Department Description

Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy and HVAC industries. We provide homeowners with financial products to benefit from solar power energy storage systems and home efficiency through advanced heating and cooling technologies. We empower solar and HVAC sales professionals and installation companies with access to our proprietary platform financing customer management system and milestone quality control system. Our #1 focus is a phenomenal experience for our customers and partners evidenced in our growing financial product adoption.

Role Summary

The Operations Specialist II is critical to the success of the LightReach Platform managing the underwriting and technical document processing surrounding Palmettos financial products as well as providing installer support to ensure smooth intake surrounding all financial product transactions. Additionally the role is responsible for frontline knowledge base management communications management and compliance monitoring. The role is at the forefront of installer support and ecosystem management.

Strategic & Tactical

• Support EPC partner requests via intercom mechanisms removing friction and blockers to any transactions.
• Be the primary driver of Capital Markets Operations infrastructure including knowledge base resources internal & external communications support systems best practices etc.
• Manage all queues & action areas within the financial portal to ensure smooth transactions.
• Provide consultative service to transaction partners.
• Coordinate with internal colleagues to smooth out any friction points or blockers relating to milestones.
• Provide coaching and training transaction partners & sales reps.
• Maintain datasets on frontline support activity to drive improvement in the quality of the product.
• Surface platform improvements to attack common problems observed. Assist in the continuous evaluation and improvement of internal processes and help build systems that meet current and future company service expansions.

Qualifications

• Minimum 2 years of experience in a customer tech or sales support role
• Knowledge of the construction or solar industry preferred
• Spanish speaker is a plus
• Youve got a passion for servant leadership willing to support frontline sales reps and team members to successfully transact on the Palmetto financial product platform.
• You maintain a high level of emotional intelligence able to navigate through stressful situations in a tactful manner.
• You work well in a fast paced computer-oriented environment and are an excellent conversational writer
• You are proficient in web-browser hotkeys/shortcuts and have a high typing speed of at least 40 words per minute.

Working Hours

• Monday - Friday: 3PM - 11 PM EST (12PM - 8 PM PST). While these hours represent our core business need a modicum of schedule flexibility may be possible to accommodate family/life needs. If you prefer a schedule outside of a traditional 9-5 this role may be for you!

Employment is contingent upon the successful completion of a background check.

Equal Employment Opportunity

Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications merit and business need. We do not discriminate based upon race religion color national origin gender sexual orientation gender identity gender expression age status as a protected veteran status as an individual with a disability or any other status protected under federal state or local law.

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